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Top 3 financial advisor firms in Watkinsville

3 SEC-registered financial advisor firms are headquartered in Watkinsville, GA, with $409M in combined regulatory assets under management. The largest by assets are Trademark Capital Management ($151M), Preston F. Sanders, ChFC ($149M) and Arch Partners Wealth Management ($109M).

3
Financial advisor firms
$409M
Their combined AUM
$149M
Median firm AUM
1,000
Clients of the top 3

The 3 largest by assets

  1. 1
    Trademark Capital Management

    RIA

    $151M

  2. 2
    Preston F. Sanders, ChFC

    RIA

    $149M

  3. 3
    Arch Partners Wealth Management

    RIA

    $109M

Profiles of the top 3

No. 1 · RIA

Trademark Capital Management

Trademark Capital Management is an investment adviser based in Watkinsville, GA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $151 million, as filed on 29 September 2026.

Trademark Capital Management charges up to 1.25% a year for its Portfolio Management Fees.

Regulatory AUM
$151M
Clients
339
Advisory staff
4
Fee schedule
Up to 1.25% a year
Custodians
Charles Schwab, Fidelity
Headquarters
1551 Jennings Mill Road, Suite 1200a, Watkinsville, GA 30677
Phone
706-534-2351
Website
trademarkcapital.com

No. 2 · RIA

Preston F. Sanders, ChFC

Preston F. Sanders, ChFC is an investment adviser based in Watkinsville, GA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $149 million, as filed on 23 March 2026.

Preston F. Sanders, ChFC charges 0.75%–1.50% a year for its Asset Management Services.

Regulatory AUM
$149M
Clients
410
Advisory staff
2
Fee schedule
0.75% to 1.50% a year
Custodians
Charles Schwab
Headquarters
3651 Mars Hill RD, Suite 2800-B, Watkinsville, GA 30677
Phone
770-760-8933
Website
sandersandscott.com

No. 3 · RIA

Arch Partners Wealth Management

Arch Partners Wealth Management is an investment adviser based in Watkinsville, GA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $109 million, as filed on 13 January 2026.

Arch Partners Wealth Management charges 0.50%–1.50% a year for its Investment Supervisory Services.

Regulatory AUM
$109M
Clients
251
Advisory staff
3
Fee schedule
0.50% to 1.50% a year
Minimum account
$100,000
Custodians
Charles Schwab
Headquarters
3651 Mars Hill RD, Suite 2100, Watkinsville, GA 30677
Phone
706-850-8877
Website
archpartnerswealth.com

Questions about financial advisors in Watkinsville

How many financial advisor firms are headquartered in Watkinsville?

3 SEC-registered financial advisor firms report their principal office in Watkinsville, GA, managing $409M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Watkinsville?

Trademark Capital Management, with $151M in regulatory assets under management on its latest Form ADV. The next largest are Preston F. Sanders, ChFC ($149M) and Arch Partners Wealth Management ($109M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Watkinsville?

The median firm manages $149M in regulatory assets. That is the midpoint of the 3 firms headquartered in Watkinsville.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Watkinsville charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Watkinsville?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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